Brent
Donovan
Geneos Wealth Management, Inc
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About this Advisor
Brent Donovan is a financial advisor based in La Canada Flintridge, California with 5 years of industry experience. Donovan currently works for Geneos Wealth Management, Inc. They have spent the entirety of their time as a financial advisor at Geneos Wealth Management, Inc. Donovan has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to work in California. Geneos Wealth Management, Inc is a company based in Englewood, CO. The investment advisory business has offices in 114 locations and a total of 200 advisors. It handles $4 billion in total assets across its 18,621 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 58 charitable organizations. Of its 18,621 accounts, just 2% are associated with high-net-worth clients who have at least $1 million in assets. Geneos Wealth Management, Inc offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management are based on which service is offered. Fees billed by Geneos Wealth Management, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Geneos Wealth Management, Inc Brokerage Details
$4,081,076,864
200
18,621
$219,165
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brent Donovan Work History
Brent has been registered as a financial advisor for 5 years.*
Geneos Wealth Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brent Donovan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Geneos Wealth Management, Inc
La Canada Flintridge, CA
Englewood, CO
Englewood, CO
Roanoke, VA
Midvale, UT
Littleton, CO
Sellersburg, IN
Knoxville, TN
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